Meet Ken,
Financial Planning Assistant, Numerica Financial Services*
Organized, client focused, and results driven, Ken demystifies finances by building confident plans for the future. With more than 20 years of experience in accounting and finance, he’s a master at coordinating all of the pieces of the financial puzzle.
Ken holds a business degree from Pacific Lutheran University and an MBA in finance and real estate from University of Washington. A continuous learner, Ken has passed the CERTIFIED FINANCIAL PLANNER® national exam and is a Lean Six Sigma black belt.
An avid traveler and outdoor adventurer, Ken has visited 38 states, 24 countries, and three continents. He’s cycled from Seattle to Boston, climbed Mt. Rainier, and earned his pilot’s license. He loves spending time with his wife and two adult children. These days, you’ll often find him volunteering with the Boy Scouts and his church.
Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.